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Haven Wealth Group LLC

● SEC registered since 2008CRD 148099SEC# 801-69527Houston, TX
Export (members)
Reg. AUM
$397.8M
Employees
11
Accounts
774
Location
Houston, TX

Haven Wealth Group LLC assets under management

Haven Wealth Group LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2008. It reports $397.8 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/10255102View on SEC.gov ↗

Haven Wealth Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Crystal Marie Hebert ControlChief Operations Officer5-10%2010
Richea Powell ControlPresident & Ceo50-75%2008
Rosalie M GroendesChief Compliance OfficerUnder 5%2015
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Frequently asked questions

How much does Haven Wealth Group LLC manage?

Haven Wealth Group LLC reports $397.8 million in regulatory assets under management on its Form ADV.

How many employees does Haven Wealth Group LLC have?

Haven Wealth Group LLC reports 11 employees.

Where is Haven Wealth Group LLC located?

Haven Wealth Group LLC is based in Houston, TX and has been SEC-registered since 2008.

Does Haven Wealth Group LLC disclose fund performance?

Haven Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1111 North Loop West, Ste 1110, Houston, TX 77008-1773
Phone713-980-8820
Fax713-980-8053
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1599390
Discloses disciplinary historyNo

Assets under management

Discretionary$397.8M
Non-discretionary$0
Total (RAUM)$397.8M